What public Form 5500 filings show about the Board of Trustees, UFCW Investment Savings Plan and 401(k) plan — and how to find and check your own account.
Board of Trustees, UFCW Investment Savings Plan and (EIN 91-1852794) reports UFCW INVESTMENT SAVINGS PLAN AND TRUST on its most recent Form 5500, with $36.5M in plan assets across 3,116 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Board of Trustees, UFCW Investment Savings Plan and filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is John Hancock, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Board of Trustees, UFCW Investment Savings Plan and 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): US BANK NA, ZENITH AMERICAN SOLUTIONS, RVK, MILLER KAPLAN ARASE LLP, BARLOW COUGHRAN MORALES JOSEPHSON.
